Position in R
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$535,716
+$146,767 QoQ
Shares Held
2,031
+6.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#329
of 578 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in R Over Time
Shares Held
Position Value (USD)
Position in Rental & Leasing Services
Industrials · as of Jun 30, 2026HB Wealth Management, LLC holds $10,253,724 across 7 Rental & Leasing Services names. R ranks #3 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | URI |
United Rentals, Inc.
|
6,791 | $7,693,455 | |
| 2 | PRG |
PROG Holdings, Inc.
|
22,120 | $1,031,013 | |
| 3 | R |
Ryder System Inc
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|
2,031 | $535,716 | |
| 4 | GATX |
Gatx Corp
|
1,806 | $320,005 | |
| 5 | AER |
AerCap Holdings N.V.
|
1,607 | $234,268 | |
| 6 | VSTS |
Vestis Corp
|
15,270 | $221,720 | |
| 7 | SUNB |
Sunbelt Rentals Holdings, Inc.
|
2,908 | $217,547 |
All Filings in R
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $535,716 | 2,031 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $388,949 | 1,900 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $224,691 | 1,174 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $204,863 | 1,086 | Shares | Sole | 2025-10-23 | |
| No filing history on record for this holder in this stock. | ||||||